Funding & Income Analyst

1 month ago

Toronto, Canada Prefera Finance Ltd. Full time

**Position Summary**:Under the direction of the Funding Manager, the analyst is responsible for assisting with all applicant income and funding document verification processes as outlined in the established Funding & Income policies & procedures. This role is responsible for assisting our dealer partners on a day to day basis to complete loan transactions with future Prefera customers.

**Key Accountabilities**:
1. Perform reviews of loan/income documents in a timely manner to ensure all documents are perfected confirming the validity of the contract. This is done using our loan administration system.
- Main Activities:_
- Receive and allocate all income and loan documents to the respective customer folders
- Verify applicant income using established calculation processes
- Verify loan document paperwork to ensure lien perfection
- Communication with dealer partners to ensure a seamless customer service experience
- Process completed paperwork for lien registration and dealer funding
- Track monthly dealer results and help design monthly dealer promotions

2. Support Management on ad-hoc projects

3. Provide help to the Customer Service team if necessary

4. Contribute to the success of the operations department through personal efforts to enhance own knowledge and skills. Assist in achieving common goals and objectives and maintaining a respectful, positive work environment.
- Main Activities:_
- Adhere to work day schedule
- Maintain up-to-date knowledge of department policies and procedures
- Participate in team meetings, workshops and individual coaching sessions
- Build and maintain effective working relationships with colleagues
- Actively participate in performance management process in support of own personal and professional departmental objectives
- Maintain knowledge of and complete annual training of any compliance requirements
- (Note: The omission of specific statements does not preclude management from assigning specific duties not listed herein if such duties are a logical assignment to the position)_

**Education & Experience**:

- Highschool required
- Post-Secondary education is an asset

**Knowledge, Skills and Abilities**:

- Working knowledge of Microsoft Office Suite (Outlook, Word, Excel) and company software systems.
- Extremely detail oriented, able to multi-task and prioritize work in response to requests and inquiries.
- Ability to work independently and make decisions / problem solve based on sound judgement.
- Demonstrated communication skills with ability to interact with peers, management, and other departments in a professional manner.

**Working Conditions**:

- Works indoors in adequate work space, with adequate temperature, ventilation and lighting.
- Normal exposure to noise, stress and disruptions.
- Must be able to sit at a computer for long periods throughout the workday, with intermittent periods of standing, walking to carry out essential duties of the job.
- Standard 37.5 hour work-week, some shift work may be required to account for business needs

**Salary**: $45,000.00-$50,000.00 per year

**Benefits**:

- Casual dress
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- Weekend availability

Supplemental pay types:

- Bonus pay

**Experience**:

- Inovatec: 1 year (preferred)
- TalkDesk: 1 year (preferred)

Work Location: Hybrid remote in Toronto, ON

  • Funding & Income Analyst

    1 month ago

    Toronto, Canada Prefera Finance Ltd. Full time

    **Position Summary**:Under the direction of the Funding Manager, the analyst is responsible for assisting with all applicant income and funding document verification processes as outlined in the established Funding & Income policies & procedures. This role is responsible for assisting our dealer partners on a day to day basis to complete loan transactions...

  • Bilingual (En/fr) Funding & Income Analyst

    1 month ago

    Toronto, Canada Prefera Finance Ltd. Full time

    **Position Summary**:Under the direction of the Funding Manager, the analyst is responsible for assisting with all applicant income and funding document verification processes as outlined in the established Funding & Income policies & procedures. This role is responsible for assisting our dealer partners on a day to day basis to complete loan transactions...

  • Analyst Ii-fund Tax

    1 month ago

    Toronto, Canada Invesco Full time

    As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work,...

  • Etf Analyst, Fund Accounting

    3 weeks ago

    Toronto, Canada CIBC Mellon Full time

    **Company Information**: CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee...

  • Analyst, Funds and Loans Operations

    4 days ago

    Toronto, Canada OMERS Full time

    Why join us? Are you looking to join a dynamic pension plan that embodies the strong values of its 500,000 members and is an industry leading global investor? If so, we would love to tell you our story.   At OMERS we put our people first and are proud to embrace the diversity of thought and leadership that comes from having locations in Toronto,...

  • Senior Analyst

    5 days ago

    Toronto, Canada Global X Canada Full time

    Senior Analyst – Fund Operations (Hybrid)Horizons ETFs Management (Canada) Inc. Location: Toronto, ONOverview: We are looking for a Senior Analyst to join our dynamic Funds Operations team to support our rapid growth in the Canadian and Global ETF markets. This is an opportunity to join one of Canada’s most innovative ETF providers. The successful...

  • Senior Analyst

    5 days ago

    Toronto, Canada Global X Canada Full time

    Senior Analyst – Fund Operations (Hybrid) Horizons ETFs Management (Canada) Inc. Location: Toronto, ON Overview: We are looking for a Senior Analyst to join our dynamic Funds Operations team to support our rapid growth in the Canadian and Global ETF markets. This is an opportunity to join one of Canada’s most innovative ETF providers. The successful...

  • Analyst or Associate, Mortgage Underwriting

    4 days ago

    Old Toronto, Canada KingSett Capital Inc. Full time

    Analyst or Associate, Mortgage Underwriting & Funding(to be determined based on experience)About the OpportunityKingSett Capital is seeking an Analyst or Associate to join the Mortgage Underwriting & Funding team in Toronto. This role will appeal to you if you possess a true sense of ownership, take great pride in the quality of work you do and demonstrate...

  • Analyst or Associate, Mortgage Underwriting

    4 days ago

    Old Toronto, Canada KingSett Capital Inc. Full time

    Analyst or Associate, Mortgage Underwriting & Funding(to be determined based on experience)About the OpportunityKingSett Capital is seeking an Analyst or Associate to join the Mortgage Underwriting & Funding team in Toronto. This role will appeal to you if you possess a true sense of ownership, take great pride in the quality of work you do and demonstrate...

  • Analyst or Associate, Mortgage Underwriting

    4 days ago

    Old Toronto, Canada KingSett Capital Inc. Full time

    Analyst or Associate, Mortgage Underwriting & Funding(to be determined based on experience)About the OpportunityKingSett Capital is seeking an Analyst or Associate to join the Mortgage Underwriting & Funding team in Toronto. This role will appeal to you if you possess a true sense of ownership, take great pride in the quality of work you do and demonstrate...

  • Fixed Income Analyst

    4 days ago

    Toronto, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.  ABOUT US ...

  • Senior Analyst

    4 days ago

    Toronto, ON, Canada Global X Canada Full time

    Senior Analyst – Fund Operations (Hybrid)Horizons ETFs Management (Canada) Inc.Location: Toronto, ON Overview:We are looking for a Senior Analyst to join our dynamic Funds Operations team to support our rapid growth in the Canadian and Global ETF markets. This is an opportunity to join one of Canada’s most innovative ETF providers. The successful...

  • Senior Analyst

    5 days ago

    Toronto, ON, Canada Global X Canada Full time

    Senior Analyst – Fund Operations (Hybrid)Horizons ETFs Management (Canada) Inc.Location: Toronto, ON Overview:We are looking for a Senior Analyst to join our dynamic Funds Operations team to support our rapid growth in the Canadian and Global ETF markets. This is an opportunity to join one of Canada’s most innovative ETF providers. The successful...

  • Senior Analyst – Fund Operations

    4 days ago

    Toronto, Canada Global X Canada Full time

    Senior Analyst – Fund Operations (Hybrid)Horizons ETFs Management (Canada) Inc.Location: Toronto, ON Overview:We are looking for a Senior Analyst to join our dynamic Funds Operations team to support our rapid growth in the Canadian and Global ETF markets. This is an opportunity to join one of Canada’s most innovative ETF providers. The successful...

  • Senior Analyst – Fund Operations

    5 days ago

    Toronto, Canada Global X Canada Full time

    Senior Analyst – Fund Operations (Hybrid) Horizons ETFs Management (Canada) Inc. Location: Toronto, ON  Overview: We are looking for a Senior Analyst to join our dynamic Funds Operations team to support our rapid growth in the Canadian and Global ETF markets. This is an opportunity to join one of Canada’s most innovative ETF providers. The...

  • Senior Analyst – Fund Operations

    4 days ago

    Toronto, Canada Global X Canada Full time

    Senior Analyst – Fund Operations (Hybrid)Horizons ETFs Management (Canada) Inc.Location: Toronto, ON Overview:We are looking for a Senior Analyst to join our dynamic Funds Operations team to support our rapid growth in the Canadian and Global ETF markets. This is an opportunity to join one of Canada’s most innovative ETF providers. The successful...

  • Senior Analyst – Fund Operations

    4 days ago

    Toronto, Canada Global X Canada Full time

    Senior Analyst – Fund Operations (Hybrid)Horizons ETFs Management (Canada) Inc.Location: Toronto, ON Overview:We are looking for a Senior Analyst to join our dynamic Funds Operations team to support our rapid growth in the Canadian and Global ETF markets. This is an opportunity to join one of Canada’s most innovative ETF providers. The successful...

  • Senior Analyst – Fund Operations

    5 days ago

    Toronto, Ontario, Ontario, Canada Global X Canada Full time

    Senior Analyst – Fund Operations (Hybrid)Horizons ETFs Management (Canada) Inc.Location: Toronto, ON Overview:We are looking for a Senior Analyst to join our dynamic Funds Operations team to support our rapid growth in the Canadian and Global ETF markets. This is an opportunity to join one of Canada’s most innovative ETF providers. The successful...

  • Senior Analyst

    5 days ago

    Toronto, ON, Canada Global X Canada Full time

    Senior Analyst – Fund Operations (Hybrid) Horizons ETFs Management (Canada) Inc. Location: Toronto, ON  Overview: We are looking for a Senior Analyst to join our dynamic Funds Operations team to support our rapid growth in the Canadian and Global ETF markets. This is an opportunity to join one of Canada’s most innovative ETF providers. The...

  • Senior Analyst – Fund Operations

    2 weeks ago

    Toronto, Canada Global X Canada Full time

    Senior Analyst – Fund Operations (Hybrid) Horizons ETFs Management (Canada) Inc. Location: Toronto, ON  Overview: We are looking for a Senior Analyst to join our dynamic Funds Operations team to support our rapid growth in the Canadian and Global ETF markets. This is an opportunity to join one o